IPDP vs. JEPQ

Last updated Aug 4, 2026

IPDP (Dividend Performers ETF) and JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) are both exchange-traded funds - IPDP is a Derivative Income fund actively managed by Innovative Portfolios, while JEPQ is a Nasdaq-100 fund tracking the Nasdaq-100 Index. IPDP is actively managed, while JEPQ is passively managed. IPDP charges 1.52%/yr vs 0.35%/yr for JEPQ.

Performance

IPDP vs. JEPQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dividend Performers ETF (IPDP) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IPDP

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

JEPQ

• 1D: 1.38%
• 1M: -0.56%
• 6M: 4.41%
• YTD: 7.51%
• 1Y: 21.24%
• 3Y*: 18.60%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 15.90%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$489.18M	$434.68M	$428.59M

IPDP vs. JEPQ - Yearly Performance Comparison

	2026 (YTD)
IPDP Dividend Performers ETF	0.00%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	8.90%

IPDP vs. JEPQ - Sectors Allocation Comparison

Sectors	IPDP	JEPQ
Industrials	43.0%	3.0%
Financial Services	18.6%	0.3%
Healthcare	13.6%	4.0%
Technology	13.1%	60.6%
Consumer Defensive	3.9%	5.8%
Basic Materials	3.6%	0.9%
Consumer Cyclical	3.6%	11.1%
Communication Services	-	12.8%
Energy	-	0.3%
Real Estate	-	0.2%
Utilities	-	1.0%

Return for Risk

IPDP vs. JEPQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IPDP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

JEPQ

JEPQ Risk / Return Rank: 66
JEPQ Sharpe Ratio Rank: 61
JEPQ Sortino Ratio Rank: 59
JEPQ Omega Ratio Rank: 64
JEPQ Calmar Ratio Rank: 69
JEPQ Martin Ratio Rank: 77

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IPDP vs. JEPQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dividend Performers ETF (IPDP) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	IPDP	JEPQ	Difference
Sharpe ratio: Return per unit of total volatility	—	1.46	—
Sortino ratio: Return per unit of downside risk	—	2.04	—
Omega ratio: Gain probability vs. loss probability	—	1.28	—
Calmar ratio: Return relative to maximum drawdown	—	2.42	—
Martin ratio: Return relative to average drawdown	—	9.91	—

Drawdowns

Drawdown Indicators

	IPDP	JEPQ	Difference
Max Drawdown Largest peak-to-trough decline	—	-20.07%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.82%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.07%	—
Current Drawdown Current decline from peak	—	-2.91%	—
Average Drawdown Average peak-to-trough decline	—	-3.38%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.15%	—

Volatility

Volatility by Period

	IPDP	JEPQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.14%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.20%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	14.64%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.90%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	16.90%	—

IPDP vs. JEPQ - Expense Ratio Comparison

IPDP has a 1.52% expense ratio, which is higher than JEPQ's 0.35% expense ratio.

Dividends

IPDP vs. JEPQ - Dividend Comparison

IPDP has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 11.18%.

Position	TTM	2025	2024	2023	2022
IPDP Dividend Performers ETF	0.00%	0.00%	0.00%	0.00%	0.00%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	11.18%	10.53%	9.65%	10.03%	9.44%

Frequently Asked Questions

Which ETF is better, IPDP or JEPQ?

On fees, JEPQ is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IPDP or JEPQ?

JEPQ is cheaper with a 0.35% expense ratio, compared with 1.52% for IPDP.

Which ETF pays a higher dividend yield, IPDP or JEPQ?

JEPQ has the higher dividend yield at 11.18%, compared with 0.00% for IPDP.

What is the main difference between IPDP and JEPQ?

IPDP is categorized as Derivative Income, while JEPQ is Nasdaq-100. They also come from different issuers: Innovative Portfolios and JPMorgan. Their fees differ too: 1.52% for IPDP and 0.35% for JEPQ.